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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,986 | $112,729-76.9% | $98,716-73.7% | $137,256-81.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 25.61% | 38.48%-12.9pp | 31.81%-6.2pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,989 | $2,725-27.0% | $2,279-12.7% | $4,156-52.1% |
| Participant deferral / active EE | $3,874 | $4,640-16.5% | $4,048-4.3% | $6,407-39.5% |
| Admin fee / account holder | $34 | $10,129-99.7% | $8,703-99.6% | $12,270-99.7% |